John C. Slupski,  CFP<sup>&reg;</sup> - Financial Advisor

John C. Slupski, CFP®

MBA

Wingate Wealth Advisors, Inc.

450 Bedford St
Lexington, MA 02420
(781) 862-7100

General

John Slupski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wingate Wealth Advisors, Inc. in Lexington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Identity Theft, Job Loss, Insurance, Retirement, Personal Taxes

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